Unclaimed Profile

Samuel Martin Watkins

ASSOCIATION FINANCIAL SERVICES INC.·SALT LAKE CITY, Utah

Clean recordASSOCIATION FINANCIAL SERVICES INC.

1935 VINE STREET, SUITE 120, SALT LAKE CITY, UT 84121CRD# 6838563Firm CRD# 142205

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Samuel Martin Watkins · SALT LAKE CITY, UT

Registration

CRD #6838563 · ASSOCIATION FINANCIAL SERVICES INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Samuel Martin Watkins is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with ASSOCIATION FINANCIAL SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Samuel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Samuel is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ASSOCIATION FINANCIAL SERVICES INC.

TRUENORTH WEALTH

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASSOCIATION FINANCIAL SERVICES INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Other: INSTITUTIONAL CLIENTS PRICED ON CASE-BY-CASE BASIS

Regulatory

SEC/IARD CRD# 6838563

Firm CRD# 142205

View on FINRA BrokerCheck →

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

Browse SALT LAKE CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Samuel Martin Watkins offer?

Samuel Martin Watkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Samuel Martin Watkins's credentials?

Samuel Martin Watkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel Martin Watkins located?

Samuel Martin Watkins is based in SALT LAKE CITY, Utah, working with ASSOCIATION FINANCIAL SERVICES INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Samuel Martin Watkins charge for services?

Samuel Martin Watkins's firm is compensated through percentage of aum, hourly charges, other: institutional clients priced on case-by-case basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSOCIATION FINANCIAL SERVICES INC.?

ASSOCIATION FINANCIAL SERVICES INC. has approximately 17 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →